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Invesco S&P SmallCap Value with Momentum ETF

122 hedge funds and large institutions have $338M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.84M
2 +$7.57M
3 +$1.79M
4
Morgan Stanley
Morgan Stanley
New York
+$1.69M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$300K
CA
77
CoreCap Advisors
Michigan
$274K
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$267K
PSF
79
Pacific Sun Financial
California
$262K
SFS
80
Sunrise Financial Services
Washington
$256K
EAM
81
Evanson Asset Management
California
$255K
WMG
82
WESCAP Management Group
California
$251K
TA
83
TruWealth Advisors
Louisiana
$239K
OIA
84
OneDigital Investment Advisors
Kansas
$235K
SFC
85
Swisher Financial Concepts
Ohio
$226K
PAS
86
Park Avenue Securities
New York
$214K
SSWM
87
Sheets Smith Wealth Management
North Carolina
$214K
MWP
88
Madison Wealth Partners
Wisconsin
$208K
HF
89
HRT Financial
New York
$205K
GWM
90
Greenline Wealth Management
Florida
$190K
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$150K
SFC
92
SYM Financial Corp
Indiana
$114K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$113K
PTC
94
Private Trust Company
Ohio
$103K
CAL
95
Capital Analysts LLC
Pennsylvania
$92K
RMP
96
Richards, Merrill & Peterson
Washington
$85.7K
AF
97
Allworth Financial
California
$82.8K
CPG
98
Cornerstone Planning Group
New Jersey
$73.3K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$57K
SPIA
100
Steward Partners Investment Advisory
New York
$56.1K